Center for Vein Restoration — Account Dossier

Why This Company

Fit:

• PE-backed specialty healthcare MSO: 120+ locations, 21+ states, ~$240M revenue, 200K+ patients annually, HIPAA environment — CVR About, CompanyRevenues
• Centralized call center ("Clinical Support Center," Greenbelt, MD) handles all inbound patient scheduling — no CCaaS or IVR vendor identified (greenfield opportunity, no incumbent to displace) — Indeed, RocketReach
• Cisco infrastructure (Meraki, switches, VPN) + NextGen EHR — compatible with IntelePeer overlay model and Redox integration — RocketReach, Indeed

Pain:

• BBB F rating, 6 unanswered complaints, 1-star average: patients report long hold times, message delivery failures between call center and local offices, scheduling system breakdowns, difficulty reaching specific locations — BBB
• Chronic call center understaffing: "perpetually understaffed," employees doing "double work because of short staffed," Patient Services Coordinator roles at $18-19/hr in DC metro (below market), high turnover — Glassdoor, ZipRecruiter

Timing:

• Cortec Fund VI ($1.1B, closed 2015) is in "harvesting" mode — CVR was the first platform investment, now held 10 years (typical PE hold: 3-7). Recent portfolio exit (Rotating Machinery Services, Dec 2024) confirms active liquidation. Every efficiency improvement directly increases exit valuation — PitchBook, Tracxn
• CEO Dr. Lakhanpal keynoted VISION26 (Jan 2026): "Artificial intelligence isn't about replacing clinicians; it's about empowering them" — organizational AI receptivity from the top — PR Newswire

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Decision Makers

Jon Felts — Chief Operating Officer

Primary Contact / Champion

• LinkedIn: linkedin.com/in/jon-felts-42992814
• Email: jon.felts@centerforvein.com
• Cares about:
  • Operational excellence at multi-location scale — actively posts #operationalexcellence on LinkedIn (2026); manages 1,000+ employees and 150 doctors — LinkedIn, Muraena
  • Technology-driven customer experience — "passionate about leveraging technology to enhance operational efficiency and customer satisfaction"; prior Best Buy district management + MyEyeDr regional operations — Muraena, LinkedIn
• Why they matter: Owns the Clinical Support Center — the exact operation IntelePeer would transform. His MyEyeDr PE-MSO background and Best Buy retail CX instincts make him the person most likely to champion communications automation.

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Tina Vatany — Director of Patient Services

Champion / Operational Buyer

• LinkedIn: linkedin.com/in/tina-vatany
• Email: tina.vatany@centerforvein.com (alternate: tina.osque@centerforvein.com — ZoomInfo lists prior name; try both if first bounces)
• Cares about:
  • Call center performance — her mission is ensuring patients have "an efficient, consistent, and helpful experience when calling in," but the BBB F rating represents systemic failure of this goal — ZoomInfo, BBB
  • Staffing relief — PSC roles at $18-19/hr in DC metro create chronic turnover; currently hiring bilingual call center reps — ZipRecruiter
• Why they matter: Runs the call center daily. Came from MyEyeDr as Manager of Communications — third MyEyeDr import alongside CFO and COO — she understands centralized comms at PE-backed MSOs. IntelePeer's deployment would directly transform her operation.

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Ken Abod — Chief Financial Officer

Decision Maker (Economic Buyer)

• LinkedIn: linkedin.com/in/kenabod
• Email: ken.abod@centerforvein.com
• Cares about:
  • PE exit value maximization — participated in 3 IPOs and 2 PE transactions; Washington Business Journal CFO of the Year (2015) — The Org, Muraena
  • Quantitative ROI — CPA background, Ernst & Young audit training, SEC experience; 8.5 years at CVR; prior EVP/CFO at MyEyeDr (Goldman Sachs-backed, 900+ locations) — The Org
• Why they matter: Controls budget approval. At a PE-backed company approaching exit, the CFO validates every investment for the sponsor. IntelePeer's documented <90-day ROI and healthcare MSO metrics speak his language.

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Dr. Sanjiv Lakhanpal — Founder, President & CEO

Decision Maker (Final Authority)

• LinkedIn: linkedin.com/in/dr-sanjiv-lakhanpal-a0b45830
• Email: sanjiv.lakhanpal@centerforvein.com
• Cares about:
  • AI integration — keynoted VISION26 (Jan 2026): "Artificial intelligence isn't about replacing clinicians; it's about empowering them" — PR Newswire
  • Data-driven patient care and growth — positions CVR at "the forefront of data-driven, patient-centered care"; grew organization from founding to 120+ locations over 18 years — PR Newswire
• Why they matter: 18-year founder-CEO with final authority. His AI advocacy creates organizational permission for AI investments, but he likely delegates operational technology decisions to COO Felts and CFO Abod.

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David Boyce — Director of Acquisition Integration

Influencer

• LinkedIn: linkedin.com/in/davidboyce
• Email: david.boyce@centerforvein.com
• Cares about:
  • Smooth, rapid integration of acquired practices — each acquisition (Fort Worth Vein Center June 2025, Vein Specialists of Carolinas 2024) requires number porting, call routing, and staff comms setup — PitchBook, PRWeb
• Why they matter: Every CVR acquisition creates an immediate communications integration need. IntelePeer's "Same Trusted Local Numbers" and rapid porting directly solve his core challenge.

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Entry Strategy

Recommended Entry Point: Jon Felts (COO)

Felts owns the Clinical Support Center generating BBB F-rated phone failures — BBB. He actively posts about #operationalexcellence on LinkedIn in 2026 — LinkedIn. He came from MyEyeDr (Goldman Sachs-backed, 900+ location MSO) alongside the CFO and Director of Patient Services — he understands PE efficiency playbooks — The Org. His Best Buy district management background means he evaluates customer experience operationally, not just clinically — LinkedIn. He has the authority to champion internally and the operational ownership to drive evaluation.

Potential Champion: Tina Vatany (Director of Patient Services)

Vatany runs the call center daily and came from MyEyeDr as Manager of Communications — ZoomInfo. She lives the staffing and performance pain every day. Pairing Felts + Vatany creates COO + Director Patient Services alignment that carries internal weight.

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Key Context

• Greenfield opportunity: No CCaaS, IVR, or contact center platform vendor identified despite 120+ locations and a centralized call center — organization likely lacks internal contact center technology expertise, making IntelePeer's managed services approach essential — RocketReach
• $3.55M data breach settlement (October 2024, 446K individuals affected) — created organizational mandate for technology infrastructure upgrades and "additional safeguards and technical security measures" — SecurityWeek, CVR Data Settlement
• Active roll-up accelerating: Fort Worth Vein Center acquired June 2025, Vein Specialists of Carolinas partnered 2024, Houston clinic opened May 2025 — each expansion compounds the communications integration challenge. Director of Integration (David Boyce) is a dedicated leadership role — PitchBook, PRWeb, PR Newswire

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Quick Reference

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